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Head of Digital Wealth Solutions, Personal Wealth

Vanguard

Head of Digital Wealth Solutions, Personal Wealth

Vanguard

Malvern, PA

·

On-site

·

Full-time

·

1w ago

Vanguard is expanding the shelf of wealth planning and product solutions for Wealth Management clients, leveraging digital and data capabilities. As the Head of Digital Wealth Solutions, you will shape how clients engage with our Wealth management offer with an eye to deepening their relationship with Vanguard.

What You’ll Do

In partnership with AWM Solutions and the Wealth Management segment, you will define and lead the digital strategy for integrated offer journeys across the full client lifecycle—advancing the positioning of WM solutions and services in prospecting, needs discovery, and service to sales journeys. By connecting the dots between AWM offer strategy, experience design and implementation, sales, relationship management and operational execution, you will ensure these journeys are client‑centric, compliant, and scalable across the enterprise. Your scope will include AWM product solutions (e.g., private markets) and wealth services (e.g., trust, wealth and estate planning).

What It Takes

  • Experience leading programs for highly regulated journeys across multiple divisions.

  • Expertise designing and operating complex journeys in advice, wealth, operations, or regulated product environments.

  • Deep understanding of regulatory, compliance, and supervisory frameworks, with the ability to translate requirements into streamlined digital workflows.

  • Advanced acumen in relevant WM products and services (e.g., wealth planning, private markets), including structured problem solving and outcome-based execution.

  • Executive level communication and influence aligning senior stakeholders.

  • Demonstrated ability to lead large, diverse teams and set long-term vision.

  • A client-obsessed approach that prioritizes clarity, transparency, and simplicity in key moments.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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About Vanguard

Vanguard

Vanguard

Public

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

Employees

Kelayres

Headquarters

Reviews

3.4

3 reviews

Work-life balance

2.5

Compensation

3.2

Culture

2.8

Career

3.5

Management

3.0

45%

Recommend to a friend

Pros

Competitive compensation package with bonuses

Good foundation for career development

Interesting programs aligned with education

Cons

Long commute requirements (2.5 hours)

Mandatory on-site presence multiple days

Pay below industry standards

Salary Ranges

1,532 data points

Junior/L3

Junior/L3 · Client Relationship Associate

529 reports

$60,018

total per year

Base

$55,076

Stock

-

Bonus

$4,942

$46,375

$78,763

Interview experience

3 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Interview process

1

Application Review

2

Recruiter/HR Phone Screen

3

Technical/Case Study Round

4

Final Round Interview

5

Offer

Common questions

Behavioral/STAR

Technical Knowledge

Case Study

Past Experience

Culture Fit